Teams are a way to group and organize your common department personnel. Teams can then be added to project ACLs as well as other areas of your system that have the ability to add participants, such as Timelines.
Creating a Team #
To create a team, navigate to Setup > Teams, then click the Add button in the upper right corner of the screen.
Once you have created a team, you can add members to the team. To add a member, simply start typing in the add box in the upper right corner of the team members view. The search list will auto-populate with users and guests in your company matching your search criteria and you can then select the person you would like to add. Once you select the team member, you will be prompted to select a role for that team member. These roles are used when adding a team to a project ACL and have no effect on existing roles assigned to that person in other parts of the system.
Adding a Team to a Project ACL #
To add a team’s members to a project ACL in bulk, you can search for a team in the exact same way you would search for a user or guest via Project > ACL > Add. Any teams matching the search criteria will appear first in the list (above users) with a red “Team” badge underneath them.